Address book

Contact management in a broker software

Excerpt from the display of addresses in the minoa® software address book

The address book in the minoa® software is designed to capture, organize, and make accessible contact information for all stakeholders involved in the marine insurance process. Contacts can also be grouped into categories or roles for targeted use.

The centralized address book ensures that all system users always work with the latest, unified contact data.

The address book is an essential tool for efficiently managing contacts within the minoa® software, making collaboration and organization easy for maritime insurance brokers.

  • Assign roles to contacts (e.g., insurer, client).
  • Tag contacts for easy identification.
  • Link related contacts to each other.
  • Export and import contacts as vCards.
  • Add multiple phone numbers, email addresses, or mailing addresses for each contact.
  • Associate contacts with debtor and creditor numbers for seamless invoice integration into accounting systems.
Input mask for creating a contact in the minoa® database